Ulta Beauty (ULTA): analysis and statistics
Return, volatility, Sharpe ratio and risk for Ulta Beauty, a component of the S&P 500 in the Consumer Discretionary. Data as of 2026-10-30.
| Last close price | $648.28 |
| Sector (GICS) | Consumer Discretionary |
| Annualized return (3.0 yr) | +19.68% |
| Total return over period | +70.94% |
| Annualized volatility | 35.76% |
| Period volatility | 61.77% |
| Period T-bill | 12.41% |
| Sharpe ratio | 0.95 |
| Sortino ratio | 1.44 |
| Max drawdown | -44.56% |
| CVaR 95% (avg. loss, worst 5% of days) | -4.70% |
| Correlation with the S&P 500 | 0.35 |
| Period range | $314.47 – $706.82 |
| Trading days analyzed | 752 |
Over the last 3.0 years, Ulta Beauty (ULTA) has posted an annualized return of +19.68% with annual volatility of 35.76%, a Sharpe ratio of 0.95. Its worst stretch (max drawdown from a peak) was -44.56%. Its correlation with the S&P 500 is 0.35, which means it moves fairly independently of the index, useful for diversification.
These are historical, realized metrics, not projections: they describe how the stock behaved, not how it will behave going forward. To see how ULTA would fit inside an optimized portfolio alongside other stocks, try the optimizer.
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Is it part of the S&P 500?
Yes, Ulta Beauty (ULTA) is of the S&P 500.
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